See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,304 | $177,572-90.3% | $154,803-88.8% | $142,382-87.8% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 25.23% | 65.07%-39.8pp | 58.88%-33.6pp | 217.08%-191.8pp |
| Employer contribution / active EE | $1,234 | $4,810-74.4% | $4,305-71.3% | $4,299-71.3% |
| Participant deferral / active EE | $4,085 | $6,272-34.9% | $5,540-26.3% | $6,507-37.2% |
| Admin fee / account holder | $306 | $16,786-98.2% | $14,329-97.9% | $12,624-97.6% |